Commonwealth Equity Services
CATF

Commonwealth Equity Services’s American Century California Municipal Bond ETF CATF Stock Holding History

Commonwealth Equity Services’s Portfolio CATF Stock Details CATF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,473
Closed -$363K – 4457
2025
Q2 		$363K Buy
+7,473
New +$363K ﹤0.01% 3433

Other funds holding CATF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WFS
WealthGarden F.S. El Segundo, California $147M AUM 18.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services's CATF Position: Q3 2025 in Review

Commonwealth Equity Services sold out of American Century California Municipal Bond ETF (CATF) in Q3 2025, closing a stake of 7,473 shares — an estimated $363K sold.

Commonwealth Equity Services first reported a position in CATF in Q2 2025 and held it in 1 quarter. The position peaked at $363K in Q2 2025. 11 funds tracked by Wall St. Rank hold CATF as of Q3 2025.

  • Commonwealth Equity Services reported no remaining American Century California Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 7,473 American Century California Municipal Bond ETF shares in Q3 2025, an estimated $363K.
  • Commonwealth Equity Services first reported a position in American Century California Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
  • Commonwealth Equity Services's American Century California Municipal Bond ETF position peaked at $363K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.